| Quantum Financial Advisors, LLC | 860,839 | $25,868,212 | 8.14% |
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| Retirement Solution Inc. | 365,745 | $10,990,641 | 3.86% |
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| Abacus Wealth Partners, LLC | 317,720 | $9,827,080 | 3.25% |
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| Francis Financial, Inc. | 137,450 | $4,130,362 | 2.80% |
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| Brainard Capital Management LLC | 74,988 | $2,253,390 | 1.72% |
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| Planning Center, Inc. | 134,583 | $4,141,119 | 1.14% |
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| Adero Partners, LLC | 273,637 | $8,222,783 | 0.90% |
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| Merriman Wealth Management, LLC | 475,563 | $14,290,672 | 0.74% |
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| RAM Investment Partners, LLC | 43,755 | $1,314,838 | 0.71% |
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| Five Oceans Advisors | 35,074 | $1,053,974 | 0.68% |
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| Heritage Financial Services, LLC | 85,923 | $2,581,987 | 0.56% |
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| AWM CAPITAL, LLC | 60,620 | $1,821,621 | 0.51% |
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| Silicon Hills Wealth Management, LLC | 26,425 | $794,071 | 0.48% |
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| QUARRY HILL ADVISORS, LLC | 13,984 | $420,226 | 0.40% |
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| BetterWealth, LLC | 31,505 | $946,737 | 0.38% |
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| Trellis Wealth Advisors LLC | 17,294 | $519,677 | 0.38% |
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| North Ridge Wealth Advisors, Inc. | 10,849 | $326,023 | 0.33% |
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| Shira Ridge Wealth Management | 14,292 | $429,475 | 0.28% |
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| GRAND WEALTH MANAGEMENT, LLC | 15,354 | $461,396 | 0.28% |
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| HUTCHINSON CAPITAL MANAGEMENT/CA | 27,727 | $833,196 | 0.22% |
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